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Why To Use George Kinder’s 3 Life Planning Questions With Financial Planning Clients

Nerd's Eye View

Financial planning is both an art and a science. While an advisor needs technical financial planning knowledge to create and implement plans for clients, soft skills that involve effective communication and relationship building are also crucial to both relate to prospects and clients and to understand their needs. Read More.

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Centsoft Unveils AP Automation For Construction Industry

PYMNTS

To help project managers and administrators save time, Centsoft has unveiled an accounts payable (AP) automation technology for firms in the construction industry. Centsoft connects with different enterprise resource planning (ERP) technologies like SAP Business One, NetSuite, Dynamics 365 and QuickBooks.

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How To Use George Kinder’s 3 Life Planning Questions With Financial Planning Clients

Nerd's Eye View

Financial planning is both an art and a science. While an advisor needs technical financial planning knowledge to create and implement plans for clients, soft skills that involve effective communication and relationship building are also crucial to both relate to prospects and clients and to understand their needs. Read More.

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Palette Unveils AP Automation Software For Construction Firms

PYMNTS

Palette Software unveiled accounts payable (AP) automation technology that is designed for firms in the construction and engineering industries and run on the cloud, according to an announcement. In June, Centsoft introduced AP automation for companies in the construction sector.

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Wawa To Construct Drive-Thru-Only Convenience Store In PA

PYMNTS

the East Coast convenience and gas station chain, is planning to build a new store that will be different from the retailer’s other 900 shops. Construction is scheduled to start later this month with a targeted opening by Christmas. Wawa Inc. , Wawa offers freshly prepared foods, beverages, coffee, fuel and surcharge-free ATMs.

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Maruti Suzuki plans to double capacity by 2030

CFO News

Maruti Suzuki is planning to double its production capacity to four million vehicles per year by the end of the decade, with an investment of more than USD 5.5bn.

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PNB Housing Finance plans a comeback in corporate lending business

CFO News

The mortgage lender, which was hurt by the meltdown in real estate, is planning to resume business in construction finance for residential projects in the second half of the fiscal year, returning with lessons from past experience. Monitoring in the real estate industry is also stronger now.

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